WBI Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
+15,980
| New | +$2.12M | 0.55% | 43 |
|
|
2024
Q4 | – | Sell |
-18,527
| Closed | -$2.38M | – | 229 |
|
|
2024
Q3 | $2.38M | Buy |
+18,527
| New | +$2.38M | 0.57% | 46 |
|
|
2018
Q3 | – | Sell |
-7,501
| Closed | -$662K | – | 265 |
|
|
2018
Q2 | $662K | Sell |
7,501
-6,709
| -47% | -$592K | 0.04% | 199 |
|
|
2018
Q1 | $1.26M | Buy |
+14,210
| New | +$1.26M | 0.06% | 138 |
|
|
2017
Q2 | – | Sell |
-50,301
| Closed | -$4.37M | – | 310 |
|
|
2017
Q1 | $4.37M | Buy |
50,301
+371
| +0.7% | +$32.2K | 0.19% | 94 |
|
|
2016
Q4 | $4.19M | Buy |
+49,930
| New | +$4.19M | 0.18% | 90 |
|